Product and Promotion Eligibility and Compatibility

This chapter describes eligibility and compatibility rules for products and product promotions. It includes the following subjects:

• About Product and Promotion Eligibility

• About Eligibility Rules and Configuration Constraints for Siebel CRM Version 7.7 and Earlier

• Defining How Eligibility Output Displays

• Defining Eligibility Groups

• Defining Product and Promotion Eligibility Rules

• Defining Eligibility for Products with Components and for Component Products

• Defining Eligibility for Product Attributes

• Creating Eligibility Matrices

• About Product and Promotion Compatibility

• About Compatibility Rules

• About Pre-Pick Compatibility

• Enabling Pre-Pick Compatibility

• Defining Compatibility Groups

• Defining Compatibility Rules for Products and Promotions

• Creating Compatibility Matrices

• Verifying Quotes and Orders for Eligibility and Compatibility

• Eligibility and Compatibility Workflow Reference